Michael LaMena

Chief Executive Officer

Martha S. Staniford

Managing Director

Heather Flanagan

Managing Director - Head Of Family Office Services

Eric Castillo

Chief Technology Officer

Gregory K. Reynholds

Managing Director, Head Of Intermediary Business

Riley Keenan

Senior Associate, Advisory

Stacey Rosenson

Senior Vice President

Andrew Weissman

Senior Wealth Advisor

Pahola Jara

Senior Associate, Client Operations

Kevin J. Brady

Advisor, Senior Vice President

Donna Levy

Managing Director

Shannon Thieke

Associate Advisor

Sam Fishelberg

Senior Vice President

Craig Fasano

Managing Director

Uliana Michaelis

Financial Advisor, Vice President

Craig Amico

Vice President, Investments